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Back重大戰略轉型！傳台積電將進軍先進記憶體 為輝達生產3D DRAM
重大戰略轉型！傳台積電將進軍先進記憶體 為輝達生產3D DRAM
NEWS
自由时报17 minutes agoBusiness1 min readChinaView translation

重大戰略轉型！傳台積電將進軍先進記憶體 為輝達生產3D DRAM

台積電擬應輝達要求開發3D DRAM，以鞏固AI供應鏈地位

台積電輝達記憶體

Quick Look

據彭博與《The Information》報導，台積電正考慮應輝達要求，投入先進記憶體「3D DRAM」製造。此舉標誌著台積電從純邏輯晶片代工的戰略轉型，旨在緩解AI硬體需求激增導致的記憶體短缺問題，並挑戰現有市場格局。

AI-generated summary

Why It Matters

AI硬體需求激增導致記憶體嚴重短缺，價格飆漲，迫使輝達與蘋果等科技巨頭尋求替代供應源。

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彭博報導，科技媒體《The Information》披露，台積電考慮擴大業務，進軍包括先進記憶體製造領域。此舉將使全球最大晶片代工龍頭在人工智慧（AI）供應鏈中佔有更大地位。

《The Information》引述兩名知情者指出，台積電已應最大客戶輝達的要求，近期開始著手制定生產一款稱為「3D DRAM」先進記憶體晶片的計畫。

由於AI硬體需求激增，記憶體嚴重短缺，導致價格飆漲，並迫使輝達、蘋果等科技巨頭尋求其他貨源。今年初，蘋果曾因節節上漲的記憶體價格而調漲旗下一些產品價格。

台積電與輝達尚未立即回應該報導。

Investing.com也報導，此舉將是台積電重要的戰略轉型，因為該公司聚焦於純粹的邏輯晶片製造。據悉台積電考慮是否興建專用新廠或者收購、改造現有設施，以支援特定生產。進軍記憶體領域將使台積電踏入一個競爭異常激烈的市場，該市場長期由韓國三星電子、SK海力士與美商美光所主導。

Open Questions

  • 台積電是否會興建專用新廠或收購現有設施？
  • 台積電與輝達何時會正式回應相關計畫？

Related Topics

台積電
Organizations輝達蘋果三星電子
Topics輝達記憶體3D DRAM人工智慧晶片代工
This article was originally published by 自由时报.

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